Carol Lee Stephan

VP - Alternative Investments at American Endowment Foundation - Hudson, OH, US

Carol Lee Stephan's Colleagues at American Endowment Foundation

Bill Ziss

Integration Architect, Consultant

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Stephen Jones

Executive Vice President

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Neil White

Advisor Experience Associate

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Kyrielle Staebler

Administrative Specialist

Contact Kyrielle Staebler

Karli Morisak

Donor Experience Specialist

Contact Karli Morisak

Beth Monachino

Executive Assistant

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Thomas Welsh

Investment Relationship Manager

Contact Thomas Welsh

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Carol Lee Stephan's Contact Details

Email (Verified)
***@aefonline.org

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Mobile Number
(XXX) XXX-XXXX

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HQ
888-440-4233

Location
Hudson, Ohio, United States

Company
American Endowment Foundation

Carol Lee Stephan's Company Details

American Endowment Foundation

Hudson, OH, US • 100 - 249 Employees
Financial Services

American Endowment Foundation (AEF) is the nation's leading independent donor advised fund sponsor. Founded in 1993, AEF works closely with its donors and their wealth, legal, and tax advisors, to allow the donor's trusted financial advisor to manage, on their custodial platform, the assets gifted by their clients to AEF. AEF facilitates philanthropic impact through this model. > Experience: Founded in 1993, AEF has approximately $5 billion in charitable assets under management and over 10,000 donor advised funds.> Independence: Advisors custody & manage investments on their custodial platform > Flexibility: AEF accepts, can hold or invest in alternative assets> Attention: Personalized, knowledgeable, responsive, service

Financial Services Financial Advisory Services Financial Transaction Processing Finance

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Frequently Asked Questions about Carol Lee Stephan

Carol Lee Stephan currently works for American Endowment Foundation.

Carol Lee Stephan's role at American Endowment Foundation is VP - Alternative Investments.

Carol Lee Stephan's email address is ***@aefonline.org. To view Carol Lee Stephan's full email address, please signup to ConnectPlex.

Carol Lee Stephan works in the Financial Services industry.

Carol Lee Stephan's colleagues at American Endowment Foundation are Bill Ziss, Stephen Jones, Neil White, Kyrielle Staebler, Karli Morisak, Beth Monachino, Thomas Welsh and others.

Carol Lee Stephan's phone number is 888-440-4233